Privacy Policy

Please read this Privacy Policy carefully. By using any website or blog provided by Bold Wealth, a Limited Liability Company (“Bold Wealth,” and any such sites and blogs, collectively, the “Site”), you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not use the Site.

By visiting the Site or any Bold Wealth client website that provides notice of its use of Bold Wealth and/or this policy, or registering for our service, you acknowledge that you accept and consent to the practices outlined in this Privacy Policy.

We provide certain services to commercial users of our Site (each, a “Client” and collectively, “Clients”), who, in turn, may own and operate their own websites or mobile applications (“Client Site(s)”), and who wish to utilize our code, software and services and reports to analyze and obtain information regarding how third party visitors to their Client Sites (“Client Site Visitor(s)”) are interacting with their Client Sites (“Visitor Information”).

Law Enforcement and Legal Process. Bold Wealth also reserves the right to disclose any Bold Wealth Client Information or Client User Information (including Personally Identifiable Information) to: (i) comply with any applicable law, regulation, or legal request; (ii) enforce, apply, or investigate breaches of its Privacy Policy, Terms of Service or other agreements; (iii) Last Revised: July 11, 2018


Bold Wealth Site

Bold Wealth may collect personal information from you, meaning information about you that can uniquely identify you, such as your name, address, and email address. We may collect information about your activities including, without limitation, your marketing campaigns and use or interactions with other sites. We may also collect information about you that does not uniquely identify you. Additionally, when you access the Site using a mobile device, we may collect and process real-time information about the location of your device.

We may enable you to access social networks or other websites (collectively, “Third Party Site(s)”) through the Site. If you access any Third Party Site(s) through the Site, your use of the social network is governed by such Third Party Site(s) respective terms and conditions and privacy policies. If you access a Third Party Site through the Site, you may be asked to grant us access to certain information from your social network profile, such as your friends or contacts lists, photographs, and updates. This information may be used by us to suggest new features and content that may be relevant to you, for statistical analysis, or for other commercial purposes.

When you visit the Site and/or are a Client which utilizes Bold Wealth’s service, we may also collect certain information by automated means, such as cookies.  “Cookies” are small files that are downloaded by a browser when a site is visited, and are returned to an originating site and/or third party site on subsequent visits.  We may also use third-party website analytics tools (such as Google Analytics) that collect information about user traffic on the Site.  The information we may obtain or collect may include, but is not limited to, the following (collectively, “Bold Wealth Client Information”):

  • Personally identifiable information such as name, email address, phone number, website name and URL, credit card number, billing address and visitor site preferences (collectively “Personally Identifiable Information”);
  • Information about the devices you use to access the Internet (such as the IP address, page(s) accessed,  type of the device, device identifier, operating system, mobile operating system and browser information);
  • The referring site, application, or service;
  • Dates, times, geographic location and duration of visits to the Site (including whether you are a repeat or first time visitor); and
  • Information on actions taken on the Site (such as page views and site navigation patterns).

Bold Wealth’s Clients’ Websites.

Our Clients may use customized and proprietary Bold Wealth code, software and/or services (“Service(s)”) to obtain information regarding the activities that users engage in while visiting their web pages (“Client User Data”). When a user visits a website that uses Bold Wealth’s Service, Bold Wealth’s code contained on the Client website contacts Bold Wealth’s servers and may enable Bold Wealth to collect Client User Data. Some Clients may also use their own code to obtain Client User Data and then send such information to Bold Wealth’s servers. Client User Data may include Personally Identifiable Information as such term is defined above.

Client User Data may be stored on Bold Wealth’s web servers and databases (including those hosted on third party servers on behalf of Bold Wealth) for use in performing analysis and producing reports for the applicable Bold Wealth Client.  In addition, Bold Wealth itself may use Bold Wealth’s own Service in order to obtain insights into visitors’ activities on its own Site.

Bold Wealth’s collection and analysis of Client User Data helps our Clients to evaluate and understand how their users are interacting with their websites, and potentially, to modify their websites in order to make them more valuable or useful for their users. Bold Wealth’s Clients may determine the types of Client User Data that are sent to Bold Wealth’s servers for analysis. This data may include or be linked to Personally Identifiable Information depending on how the Client uses Bold Wealth’s Services on its website(s). Bold Wealth’s Clients are contractually prohibited from sending personally sensitive Client User Data (e.g. personal health information, political opinions, religious or philosophical beliefs) to Bold Wealth’s and Bold Wealth’s does not knowingly receive such data.

In addition, Bold Wealth may collect certain information about a Client’s visitor’s computer that may be provided by the visitor’s browser. This includes browser information, operating system information, mobile device information, IP address, time of visit, and the referring site, application, or service. Such information may be collected and shared with a Client even though not specifically requested by the Client.


Your web browser may let you choose your preference as to whether you want to allow websites to collect personal information over time about your online activities across different websites or online services. At this time our Site does not respond to the preferences you may have set in your web browser regarding the collection of your information, and our Site may continue to collect information in the manner described in this Privacy Policy.


Bold Wealth uses cookies on its Site.  By using the Site, you accept the use of cookies in accordance herewith. You may disable use of cookies on this site through your browser settings.  Cookies may serve several functions, including remembering user preferences, visited pages, time and dates, and other metrics.

Types of Cookies Placed on the Site

Bold Wealth’s uses first-party cookies (small text files that Bold Wealth stores locally on your computer) on Client Sites for one or more of the following purposes: (i) User identification and authentication, (ii) User preference storage, (iii) A/B performance testing, and (iv) Usage pattern assessment and traffic analysis.

Cookies Used on this Site

Some of the cookies that we use on this site, and the purposes for which these cookies are used, are provided below. Please note that this list is not exhaustive; additional cookies may be added, and we may update or remove the cookies below at any time and in our sole discretion:

  • Advertising Retargeting Cookies
  • Facebook Ads
  • Pinterest Ads
  • Google Display Network
  • Twitter Ads
  • Linked In Ads
  • Tracking & Marketing Cookies
  • Google Analytics
  • Wistia
  • QuickFlip Autopilot
  • Hubspot


Visitors to the Bold Wealth Website. We may use the Bold Wealth Client Information, including Personally Identifiable Information, for any commercial purpose, including, without limitation:

  • register your account;
  • provide you with services you request;
  • process billing for Bold Wealth services
  • register you to receive emails or other information or materials you request;
  • understand your needs and interests and personalize the Site, our services and your experience accordingly;
  • understand how you are engaging with Bold Wealth
  • respond to your questions and comments and provide customer support;
  • determined if you are satisfied with our service;
  • communicate with you about our services, offers, and promotions;
  • operate, evaluate, and improve our business and the services we offer;
  • enforce our Terms of Service, Privacy Policy and other agreements; and
  • comply with applicable legal requirements and industry standards.

We may also use Bold Wealth User Information to facilitate the delivery of content or advertisements that we believe may be of interest to you, or to communicate with you about new or existing products and services or special offers. For more information on opting out of these communications, please see the section on “Your Choices” below.

Visitors to the Bold Wealth Blog. We may use information you voluntarily provide when visiting the Bold Wealth blog to send you e-mail communications, such as information on upcoming webinars, and to understand how you are engaging with and perceive Bold Wealth’s Services.

Visitors to Bold Wealth’s Clients’ Websites. Except as described in the “Information We Share” section below, Bold Wealth never sells or shares any Client User Data with individuals or companies other than the specific Client whose website transmitted the Client User Data to Bold Wealth.

Our Client’s Use of Bold Wealth. Bold Wealth contractually requires its Clients to abide by all applicable laws, rules and regulations, including laws relating to privacy and data collection (“Applicable Privacy Laws”). Bold Wealth also contractually requires its Clients to obtain any necessary consents from visitors to its website(s) for the Client’s use of Bold Wealth’s services, comply with all Applicable Privacy Laws with respect to the transfer of Personally Identifiable Information of EU or Swiss subjects through the Service, and to post an online privacy policy that provides each visitor with clear notice of its practices regarding data collection, use, and disclosure (including the Client’s use of Bold Wealth), along with a link to the Bold Wealth Privacy Policy.

Notwithstanding any other provision of this Privacy Policy and/or the Terms of Service, Bold Wealth shall not have any liability or obligation for any Client’s failure to make these disclosures on its website(s) (including, without limitation, that Client uses Bold Wealth’s Service) or for any Client’s use or collection of Client User Data that is not permitted under this Privacy Policy or otherwise.

Additional Uses; Aggregation of Information. In addition to any other uses described herein, we may (i) use user information for any other purpose (including internal research and/or to determine overall trends or metrics concerning how users are engaging with websites, and may report such general trends publicly) provided that such information is aggregated in a manner such that individual user information cannot be reasonably identified, and (ii) use the information collected through cookies to identify and authenticate visitors.  We may also combine the information we collect with publicly available information (including, without limitation, information from other sites including, without limitation, Google, Facebook and LinkedIn), and with that of other users of the Site. For example, we may use your and other users’ non-identifiable, aggregated data to improve the services we offer, for statistical analysis, and for other business purposes.

You hereby provide us (including our vendors, suppliers, affiliates and partners) with a worldwide, perpetual, irrevocable, royalty-free right and license to use aggregated and/or anonymous data in connection with our and our vendor’s, supplier’s, affiliates and partner’s business operations including, without limitation, combining such data with other similar data from you and other users. If you wish us to refrain from providing your personally identifiable information in this manner, please see the opt-out information and contact information provided below.

We also may use the information we obtain about you in other ways for which we provide specific notice at the time of collection.


We may use and disclose aggregated information about our users and their activities without restriction. We may disclose your personal information to our subsidiaries and affiliates, or to contractors, service providers, and other third parties we use to support our business, as may be further specified below.

Disclosure of Information to Third Parties

Service Providers. Information, including Bold Wealth Client Information, Client User Data, and any Personally Identifiable Information contained therein, may be shared with certain third-party companies and individuals that help facilitate technical and administrative aspects of the Bold Wealth Service (e.g., credit card processing), or perform functions related to the administration of Bold Wealth (e.g. hosting services). These third parties perform tasks on our behalf and are contractually obligated not to disclose or use Bold Wealth User Information or Client User Data for any other purpose, and to employ adequate security measures to prevent unauthorized access to such data. However, Bold Wealth is not responsible in the event that Personally Identifiable Information is disclosed at a result of a breach or security lapse by any such third party.

Bold Wealth Clients. Bold Wealth Clients may share Client User Data with service providers (e.g. customer relationship management platforms) that perform tasks on behalf of Bold Wealth Clients. Bold Wealth contractually requires the Clients to disclose such practices to its users.

Bold Wealth Partners. If you are a Bold Wealth Client that signed up through our Partner Program, your Bold Wealth Client Information may be shared with the Partner Program member that signed you up for Bold Wealth’s Service, provided that, prior to any such sharing, Bold Wealth will obtain contractual obligations from the Partner Program Member that it will comply with applicable laws with respect to such Bold Wealth Client Information.  Partner Program members may use that information to help you setup, adjust, manage, and cancel your account with Bold Wealth. respond to client requests; and/or (iv) protect the rights, property, or safety of Bold Wealth, our employees and consultants, our users, or others.

We also reserve the right to transfer your information (including, without limitation Bold Wealth Client Information, Client User Data and Personally-Identifiable Information) to a buyer or other transferee in the event of a merger, divestiture, restructuring, reorganization, dissolution, sale, or other transfer of some or all of our assets.


If you make a purchase on the Site, we may collect additional information, including, without limitation, your credit or debit card number, expiration date, and other payment details (collectively, “Payment Information”). We may provide Payment Information and other personal information to our third party payment processors in order to complete purchases made on the Site. Pursuant to the “Information We Share” section above, our third party payment processors are bound by contractual obligations to keep such personal information confidential and use it only for the purposes for which we disclose it to them. However, we are not responsible for our third party payment processors’ use of any Payment Information or other personal information they collect in connection with your transactions on the Site.


We offer you the following choices about what information we collect from you and how we communicate with you:

Cookies. Most browsers will tell you how to stop accepting new cookies, how to be notified when you receive a new cookie, and how to disable existing cookies. Please note, however, that without cookies you may not be able to take full advantage of all of the Site’s features.

Marketing Emails. If we have sent you a marketing email, you may choose not to receive additional marketing emails from us by following the unsubscribe instructions contained in each email.

Location and Social Media Information. You may be able to restrict our collection and use of real-time information about your mobile device’s location through your device’s privacy settings. You can restrict our access to your social network profile at any time by changing your social network privacy settings.

Web Analytics. You may opt-out of the aggregation and analysis of data collected about you on our Site by our web analytics vendor by visiting and downloading and installing the Google Analytics Opt-out Browser Add-on.


You can review and change your personal information by logging into the Site and visiting your account profile page. Subject to applicable law, you may have certain additional rights to request access to and receive information about the personal information we maintain about you, update and correct inaccuracies in your personal information, and have your personal information blocked or deleted, as appropriate. For more information, please email us at [email protected].


We have reasonable security measures in place in an effort to protect your personal information from loss, misuse, and unauthorized access, disclosure, alteration, and destruction. Please note that no electronic transmission of information can be entirely secure. We cannot guarantee that the security measures we have in place will never be defeated or fail, or that such measures will always be sufficient or effective. Any transmission of information is at your own risk. We are not responsible for circumvention of any Site privacy settings or our security measures.


Bold Wealth is based in and operates the Site out of the United States. When we obtain personal information about you, we may process such information outside of the country in which you are located, including in the United States. The countries in which we process your information may not have the same data protection laws as the country in which you are located. We will protect your information as described in this Privacy Policy.


The Site is not directed to, and we do not knowingly collect or solicit personal information from, children under the age of 13. If we learn we have collected or received personal information from a child under the age of 13, we will delete that information. If you believe we might have any information from or about a child under the age of 13, please contact us at [email protected].

Changes to Our Privacy Policy

We reserve the right to update or change this Privacy Policy at any time in our sole and absolute discretion. If we make a material change to our Privacy Policy, we will indicate on the Site that our privacy practices have changed and will provide a link to the new policy. In the event we make a material change to how we use your personal information, we will provide you with an opportunity to opt out of such new or different use. The date this Privacy Policy was last revised is at the top of this page. You are responsible for periodically reviewing the Site and this Privacy Policy to check for any updates or changes.


If you have any questions about this Privacy Policy or our privacy practices, you may call us at 800-915-0986, email us at [email protected], or write to us at:

Bold Wealth
Attn: Privacy Policy Dept.
246 Andover Street
Peabody, MA 01960
United States